
RaboResearch's Q2 2018 poultry report warns the global poultry trade faces its biggest shake-up in decades this year. Drivers include avian influenza restrictions, a weak-flesh investigation in Brazil, EU export restrictions on a major Brazilian exporter, a pending Saudi stunning ban, a Chinese anti-dumping probe into Brazilian imports, and NAFTA renegotiations.
Brazil, a major poultry exporter, faces losing key markets, which could push down export prices and free up supply for other origins. Feed buyers should watch for shifts in poultry demand that affect meal and grain usage.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.